Investment and business advisory in San Jose, California
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SageView Advisory Group
● ClosedSageView Advisory Group is a finance institution located at 2060 The Alameda in San Jose, California, United States. With a team of experienced financial advisors, SageView offers comprehensive wealth management services to individuals, families, and businesses. From retirement planning to investment strategies, SageView is dedicated to helping clients achieve their financial goals and secure their financial future. Contact SageView Advisory Group today to schedule a consultation and start building a customized financial plan tailored to your needs.
2060 The Alameda, San Jose, CA 95126, United States -
Commercial RE Appraisal & Business Valuation
● OpenCommercial RE Appraisal & Business Valuation, located at 2033 Gateway Place in San Jose, California, is a finance institution led by expert David Hahn, CVA, ASA, MAFF, CCIM, CM&AA, MBA. Specializing in various fields such as Business Financial Valuation, Financial Forensics, and Renewable Energy Valuation, the institution offers solutions for Attorneys, CPA's, Financial Advisory Groups, Governments, Lending Institutions, Corporations, Individuals, and more. With certifications in Business Valuation, Merger & Acquisition Advisory, Commercial Investment, and Financial Forensics, David Hahn provides a wide range of services including Commercial Real Estate Appraisal, Cost Recovery Studies, and M&A Advisory. Alpha Appraisal Consulting Group (AACG) offers Valuations, Business Valuation, Company Valuation, and various other services throughout the United States.
2033 Gateway Pl #500, San Jose, CA 95110, United States -
Hadi Ahmadi Aval, Founder - Aval Financial Strategies And Insurance Solutions, Inc.
● OpenHadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc. located at 550 South Winchester Boulevard in San Jose, California. Specializing in finance, the institution is dedicated to providing professional advisors with the knowledge and resources needed to make informed financial decisions for their businesses and families. With a focus on education and personalized service, Aval Financial aims to empower clients with the information they need to achieve their financial goals. At Aval Financial, clients can expect a tailored approach to their financial needs, whether it be estate planning, retirement strategies, or overall financial organization. Hadi Ahmadi Aval is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Advisor, Hadi Ahmadi Aval provides investment advisory services through Eagle Strategies, LLC.
550 S Winchester Blvd #405, San Jose, CA 95128, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 1510 The Alameda in San Jose, California is a leading institution offering a wide range of banking and financial services. With its convenient location, customers can easily access services such as checking and savings accounts, loans, investment options, and wealth management. The friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or receive financial advice, the Bank of America Financial Center is committed to meeting your needs.
1510 The Alameda, San Jose, CA 95126, United States -
Merrill Lynch Financial Advisor Behrooz Ighani
● ClosedMerrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Falcon Wealth Planning
● ClosedFalcon Wealth Planning, located in San Jose, California, is a finance institution that helps clients reach their financial goals with personalized and transparent Fiduciary Advice. The institution specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. With over 30 years of experience, Falcon Wealth Planning is dedicated to preparing creative solutions tailored specifically to each individual client. The institution focuses heavily on tax planning, serving everyday Americans and providing retirement planning, investment management, tax planning, financial planning, and estate planning services. Falcon Wealth Planning is registered as an investment advisor with the SEC and is a Fee-Only investment advisory, making them a "True" Fiduciary. The institution's values of trust and transparency are integral to providing comprehensive services to help clients achieve their financial goals. Whether you are a small business owner, planning for retirement, or simply looking to increase your wealth, Falcon Wealth Planning can help you navigate your financial future.
2570 N First St Suite 200, San Jose, CA 95131, United States -
Block Advisors
● OpenBlock Advisors is a trusted institution located at 4642 Meridian Avenue in San Jose, California, offering expert accounting and financial services. Our team of professionals is dedicated to providing personalized solutions to help individuals and businesses navigate complex financial landscapes. With a focus on tax planning, preparation, and advisory services, Block Advisors is committed to helping clients achieve their financial goals. Whether you need assistance with tax filings, financial planning, or investment strategies, our experienced advisors are here to help. Visit us today to see how we can support your financial success.
4642 Meridian Ave, San Jose, CA 95124, United States -
Artesian Wealth Solutions
● ClosedArtesian Wealth Solutions is a finance institution located in San Jose, California. Since 1992, we have been dedicated to helping individuals, families, and businesses achieve their financial goals. Our team is committed to providing clear and concise recommendations that are easy to implement at every stage of life. Our name, Artesian Wealth Solutions, reflects our belief that income streams are vital to a sound financial plan, much like water is to life. We strive to be the driving force that provides you with the sustenance for your prosperous future. Our founder, Anna Jacobs, and her team will work with you to develop a customized financial program that suits your vision and objectives. With a focus on family, health, happiness, and security, we are here to guide you every step of the way. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our team is here to help you achieve your financial needs and goals with honesty, integrity, and trust. Contact us today to learn more about how we can assist you in securing your financial future.
5446 Thornwood Dr Suite 101, San Jose, CA 95123, United States -
Merrill Lynch Financial Advisor C Shawn Warthen
● ClosedMerrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Sun Financial Group
● OpenSun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
1590 Oakland Rd #110, San Jose, CA 95131, United States -
FEI Silicon Valley
● OpenFEI Silicon Valley is a prestigious financial institution located at 1583 Sundown Lane in the heart of San Jose, California. As a leading player in the finance industry, FEI Silicon Valley offers a wide range of services including investment banking, wealth management, and financial advisory. With a team of experienced professionals and cutting-edge technology, FEI Silicon Valley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, FEI Silicon Valley is your trusted partner in finance.
1583 Sundown Ln #4657, San Jose, CA 95127, United States -
Gateway Financial Advisors - Brian Lombardo, CFP, CPA
● ClosedGateway Financial Advisors, led by Brian Lombardo, CFP, CPA, is a reputable finance institution located at 2570 North First Street in San Jose, California. With a team of experienced professionals, they offer comprehensive financial planning and advisory services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your taxes, Gateway Financial Advisors can provide expert guidance tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients make informed decisions and secure their financial future.
2570 N First St Suite 200, San Jose, CA 95131, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 1735 North First Street in San Jose, California, United States. With a focus on providing comprehensive financial services and investment solutions, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offer personalized guidance and expertise to assist clients in navigating the complexities of the financial world. Whether you are looking to plan for retirement, manage your investments, or secure your financial future, LPL Financial is committed to providing top-notch service and support to help you succeed.
1735 N First St UNIT 109, San Jose, CA 95112, United States -
Silicon Valley Capital Partners
● ClosedSilicon Valley Capital Partners is a leading finance institution located at 1731 Technology Drive in the heart of San Jose, California. As a prominent player in the finance industry, we specialize in providing strategic capital solutions to businesses in the Silicon Valley region and beyond. Our team of experienced professionals offers a wide range of financial services, including venture capital investments, private equity funding, and strategic advisory services. With a focus on innovation and growth, Silicon Valley Capital Partners is dedicated to helping businesses thrive and succeed in today's competitive market.
1731 Technology Dr #810, San Jose, CA 95110, United States
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